Broker Check

Client Login

Wealth Management Site

Organize your financial life with a consolidated view of your accounts, transaction and investments. Work directly with your advisor to set budgets and create a plan to pursue your financial goals.

Access Wealth Management Site

Mutual Fund Account Access

Access your Ivy Funds account(s). If your account number starts with a number click here.

Access Account

Brokerage Account Access

Access your Waddell & Reed Brokerage Account. If your account number starts with an alpha character click here.

Access Account

Questions about your account? Please contact us.

Name
Email
Phone
Question
Thank you!
Oops!